今日盘中，英诺赛科（02577）股价大幅上涨38.52%，引发市场广泛关注。这一显著涨幅背后有重要利好消息支撑。
据悉，英伟达（NVIDIA）于8月1日更新了其800V直流电源架构合作商名录，英诺赛科成为本次入选的唯一中国芯片企业。这标志着双方正式达成深度合作，共同推动800V直流（800 VDC）电源架构在AI数据中心的规模化应用。此次合作预计将使单机房算力密度提升10倍以上，有助于单机柜功率密度突破300kW，推动全球AI数据中心迈入兆瓦级供电时代。
分析人士认为，这一合作对英诺赛科意义重大。作为第三代半导体核心材料氮化镓（GaN）的领先企业，英诺赛科在高压适配性、能效提升和空间压缩等方面具有显著优势。此次与英伟达的合作不仅验证了公司的技术实力，也为其打开了广阔的市场空间。随着AI数据中心对高效能源解决方案需求的增长，英诺赛科有望在这一快速发展的领域中占据重要地位。
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